Associate,CorporateAccountOperations

BUILD SOMETHING PEOPLE LOVE Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE TEAM The Brokerage Account Operations group is the backbone of our investment products, responsible for accurate, compliant, and scalable account processes across the platform. Within this group, the Registered & Complex Accounts team acts as the subject matter expert for registered plans and complex account structures - including corporate, trust, and other non-personal entities - ensuring they’re opened, maintained, and administered correctly in line with CIRO and FINTRAC rules. ABOUT THE ROLE Reporting to the Manager, Non-Personal Account Operations, you will be a core member of the team responsible for the operational execution of corporate and non-personal account onboarding: reviewing KYB/KYC information, verifying documentation, and updating systems so accounts are ready to use and easy to service. You’ll work closely with other team members and your Manager to complete assigned work accurately and on time, proactively suggest next steps, and surface issues or risks when something doesn’t look right. Over time, you’ll deepen your expertise in entity onboarding and become a go-to person within the team for corporate account processes. IN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO: EXECUTE CORPORATE & ENTITY ONBOARDING AND MAINTENANCE - Process